Post Holdings, Inc.
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No enriched coverage for $POST in the last 7 days.
STIRITZ WILLIAM P sold 384,132 indirectly-held shares of Post Holdings, Inc. (POST) at an average of $84.06 ($83.54–$85.01, $32.29M total) across 4 trades over 2026-09-01 to 2026-09-02.
Post Holdings (POST) reported Q3 FY2026 net sales of $1.948B, down 1.8% year over year, with adjusted EBITDA of $377.3M, down 5.0%. Adjusted diluted EPS fell to $1.78 from $2.03, and net earnings dropped 41.7% to $63.4M. Fiscal 2026 adjusted EBITDA guidance narrowed to $1.56B-$1.57B. Management cited volume softness and debt reduction amid higher rates.
Post Holdings management said inflation is trending toward the higher end of its prior range, so retail pricing may follow cost increases, with timing assumed more toward fiscal 2027. CFO Matt Mainer said higher 10-year refinancing rates (up 50 bps) may shift cash flow toward debt reduction over repurchases. Food service EBITDA normalized around $500M; pet and cereal updates included 9Lives pressure and plans to close two peanut butter plants.
Recent POST coverage spans earnings, insider activity and financial news.
In the last 30 days, POST insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($32.3M). The most active reporter was STIRITZ WILLIAM P with 4 filings.
Large insider sell may signal negative sentiment and pressure on POST stock.
Guidance narrowing plus weaker EPS and EBITDA suggest near-term earnings pressure, while debt reduction and network optimization are the key offsetting levers.
Guidance commentary implies margin pressure risk near term and a later pricing catch-up, while debt-refinancing rates may shift capital allocation away from buybacks.
A consensus price-target cut signals reduced upside expectations, but the article notes the rating remains “Buy,” limiting immediate downside conviction.
The stock reaction is driven by a top-line miss plus guidance implying continued revenue pressure, despite EPS/EBITDA narrowly beating.
alphai scores every news story that mentions POST with an AI model for sentiment and relevance, and aggregates insider trades from Post Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
STIRITZ WILLIAM P sold 384,132 indirectly-held shares of Post Holdings, Inc. (POST) at an average of $84.06 ($83.54–$85.01, $32.29M total) across 4 trades over 2026-09-01 to 2026-09-02.
1 min readPost Holdings (POST) reported Q3 FY2026 net sales of $1.948B, down 1.8% year over year, with adjusted EBITDA of $377.3M, down 5.0%. Adjusted diluted EPS fell to $1.78 from $2.03, and net earnings dropped 41.7% to $63.4M. Fiscal 2026 adjusted EBITDA guidance narrowed to $1.56B-$1.57B. Management cited volume softness and debt reduction amid higher rates.
7 min readPost Holdings management said inflation is trending toward the higher end of its prior range, so retail pricing may follow cost increases, with timing assumed more toward fiscal 2027. CFO Matt Mainer said higher 10-year refinancing rates (up 50 bps) may shift cash flow toward debt reduction over repurchases. Food service EBITDA normalized around $500M; pet and cereal updates included 9Lives pressure and plans to close two peanut butter plants.
6 min readAnalyst estimates for Post Holdings, Inc. show its 12-month average price target cut from $115.83 to $113. Forecasts range from $98 to $128 per share, implying about 25% upside versus the Aug. 6 close. The consensus rating remains “Buy” with 7 Buys, 2 Holds, and 0 Sells, per FactSet.
1 min readPost (NYSE: POST) shares fell 12.9% after the company reported Q2 2026 revenue of $1.95B, below Wall Street’s $2.02B estimate, and issued a weak outlook. Q2 adjusted EPS was $1.78 and adjusted EBITDA $377.3M, slightly above expectations. Analysts expect revenue to decline 2.8% over 12 months.
4 min readU.S. July payrolls contracted, with 23,000 jobs lost versus 80,000 forecast, and May-June payrolls revised down by 103,000. Hourly earnings rose 0.1% monthly and 3.2% yearly. Fed rate-hike odds for September fell to 42%. Stocks hit records; Atlassian (+30.8%), Twilio (+30.6%), and Trade Desk (-21%) moved on earnings.
7 min readAustria’s Österreichische Post AG reported H1 2026 revenue of EUR 1,544.0m, up 3.8% year over year, driven by E-Commerce & Logistics (+11.5% to EUR 910.9m). Mail, Branch & Services revenue fell 7.4% to EUR 566.1m. EBITDA was EUR 187.7m (-5.9%) and EBIT EUR 73.3m (-22.0%). The company reconfirmed a slight full-year revenue increase and expects operating earnings in line with prior years.
6 min readPost Holdings (NYSE:POST) reported Q2 CY2026 revenue of $1.95 billion, down 1.8% year on year and below Wall Street estimates. Non-GAAP EPS was $1.78, 4.3% above consensus. Free cash flow was $131.2 million, a 6.7% margin. The stock fell 2.6% to $87.84 after results.
6 min readPost Holdings (NYSE: POST) reported third-quarter FY2026 results for the quarter ended June 30, 2026. Net sales were $1.948 billion, down 1.8% year over year. Operating profit fell to $189.3 million and net earnings to $63.4 million. Adjusted EBITDA was $377.3 million. The company narrowed FY2026 Adjusted EBITDA guidance to $1.56-$1.57 billion.
7 min readPost Holdings, Inc. (POST) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Post Holdings Reports Results for the Third Quarter of Fiscal Year 2026; Narrows Fiscal Year 2026 Outlook St. Louis - August 6, 2026 - Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the third fiscal quarter ende
7 min read
